Key Responsibilities:
Build, maintain, and scale predictive financial models, rolling forecasts, and annual budgets by pulling and structuring granular data directly from QuickBooks.
Serve as the internal subject matter expert on QuickBooks. Audit, clean, and structure the Chart of Accounts, class tracking, and customer/job costing to ensure accurate micro-level financial reporting.
Conduct monthly variance analysis (Actual vs. Budget) and deliver clear, actionable narratives explaining operational drivers behind deviations.
Closely monitor cash flow metrics, working capital trends, and revenue pipelines to provide early warning indicators to leadership.
Identify inefficiencies in current bookkeeping-to-analysis pipelines and implement reporting automation using QuickBooks integrations, advanced Excel, or BI tools.
Prepare monthly, quarterly, and ad-hoc financial packages, KPIs, and dashboard presentations for stakeholders.
QuickBooks Certified User / Certified ProAdvisor designation is highly preferred; a CPA or CMA track is a plus.
Technical Proficiencies:
Advanced, expert-level mastery of QuickBooks (Desktop and/or Online).
Advanced Excel capabilities (nested formulas, Power Query, dynamic arrays, macro-modeling).
Familiarity with data visualization platforms (e.g., Power BI, Tableau) is a strong asset.
Remote
Full Time
Benefits can be discussed at the interview.
Please email team@platinumstaffing.net with the position title and your resume.